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Edgestream Partners’s Webster Financial WBS Stock Holding History

Edgestream Partners’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,434
Closed -$719K – 1115
2024
Q3 		$719K Sell
15,434
-89,688
-85% -$4.12M 0.03% 634
2024
Q2 		$4.58M Buy
+105,122
New +$4.68M 0.22% 147
2024
Q1 		– Sell
-36,605
Closed -$1.86M – 1039
2023
Q4 		$1.86M Buy
+36,605
New +$1.58M 0.13% 263

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Edgestream Partners's WBS Position: Q4 2024 in Review

Edgestream Partners sold out of Webster Financial (WBS) in Q4 2024, closing a stake of 15,434 shares — an estimated $719K sold.

Edgestream Partners first reported a position in WBS in Q4 2023 and held it in 3 quarters. The position peaked at $4.58M in Q2 2024. 470 funds tracked by Wall St. Rank hold WBS as of Q4 2024.

  • Edgestream Partners reported no remaining Webster Financial position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 15,434 Webster Financial shares in Q4 2024, an estimated $719K.
  • Edgestream Partners first reported a position in Webster Financial in Q4 2023 and held it in 3 quarters.
  • Edgestream Partners's Webster Financial position peaked at $4.58M in Q2 2024.
  • 470 funds tracked by Wall St. Rank held Webster Financial as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.